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Oliver Lagore Vanvalin Investment Group’s Simplify US Equity PLUS Downside Convexity ETF SPD Stock Holding History

Oliver Lagore Vanvalin Investment Group’s Portfolio SPD Stock Details SPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-54
Closed -$1.55K – 816
2023
Q4 		$1.55K Buy
+54
New +$1.47K ﹤0.01% 652

Other funds holding SPD

AWM
Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return
SCM
Sollinda Capital Management Miami, Florida $412M AUM 15.79% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return
BW
Bison Wealth Atlanta, Georgia $454M AUM 22.8% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.37B AUM 20.71% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $399M AUM 13.99% 1-Year Est. Return

Oliver Lagore Vanvalin Investment Group's SPD Position: Q1 2024 in Review

Oliver Lagore Vanvalin Investment Group sold out of Simplify US Equity PLUS Downside Convexity ETF (SPD) in Q1 2024, closing a stake of 54 shares — an estimated $1.55K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in SPD in Q4 2023 and held it in 1 quarter. The position peaked at $1.55K in Q4 2023. 29 funds tracked by Wall St. Rank hold SPD as of Q1 2024.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Simplify US Equity PLUS Downside Convexity ETF position as of Q1 2024 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 54 Simplify US Equity PLUS Downside Convexity ETF shares in Q1 2024, an estimated $1.55K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Simplify US Equity PLUS Downside Convexity ETF in Q4 2023 and held it in 1 quarter.
  • Oliver Lagore Vanvalin Investment Group's Simplify US Equity PLUS Downside Convexity ETF position peaked at $1.55K in Q4 2023.
  • 29 funds tracked by Wall St. Rank held Simplify US Equity PLUS Downside Convexity ETF as of Q1 2024.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q1 2024, filed 15 May 2024.